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E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	First Manhattan New York	$1.94B	-$24.3M	36	9.28%	Reduced
202	HighTower Advisors Chicago, Illinois	$1.92B	+$116M	36	8.01%	Increased
203	USS Investment Management London, United Kingdom	$1.92B	-$109M	22	17.42%	Reduced
204	Zurich Cantonal Bank Zurich, Switzerland	$1.92B	-$1.99M	67	11.69%	Reduced
205	VVP Vulcan Value Partners Birmingham, Alabama	$1.91B	+$655M	3	12.34%	Increased
206	Third Point New York	$1.91B	-$457M	7	14.71%	Reduced
207	Dragoneer Investment Group San Francisco, California	$1.9B	+$659M	6	28.41%	Increased
208	Ninety One (UK) London, United Kingdom	$1.9B	-$167M	6	5.83%	Reduced
209	Viking Global Investors Stamford, Connecticut	$1.87B	-$226M	5	5.16%	Reduced
210	Eagle Capital Management (New York) New York	$1.86B	-$108M	1	5.92%	Reduced
211	Vontobel Asset Management New York	$1.86B	-$1.04B	5	11.01%	Reduced
212	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.84B	-$82.3M	38	12.68%	Reduced
213	NN Investment Partners Holdings The Hague, Netherlands	$1.78B	+$116M	28	10.8%	Increased
214	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.77B	-$18.7M	10	9.99%	Reduced
215	DSM Capital Partners Palm Beach Gardens, Florida	$1.77B	+$32.8M	8	18.98%	Increased
216	ACI AMP Capital Investors Sydney, Australia	$1.77B	-$36.8M	34	9.53%	Reduced
217	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.76B	+$6.62M	25	11.71%	Increased
218	Fifth Third Bancorp Cincinnati, Ohio	$1.74B	-$694K	45	8.57%	Reduced
219	DVF Discovery Value Fund Singapore	$1.74B	+$48.4M	5	40.76%	Increased
220	Melvin Capital Management New York	$1.73B	-$734M	7	7.27%	Reduced
221	M&T Bank Buffalo, New York	$1.71B	-$115M	34	7.51%	Reduced
222	TCM Tybourne Capital Management Hong Kong	$1.67B	-$147M	7	34.78%	Reduced
223	Marshall Wace North America New York	$1.67B	+$278M	36	7.51%	Increased
224	Independent Franchise Partners London, United Kingdom	$1.65B	-$61.5M	5	14.15%	Reduced
225	KeyBank National Association Cleveland, Ohio	$1.64B	-$23.2M	21	8.01%	Reduced